KSM
TaxProcessingCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Tax Processing Coordinator at KSM. Skills: Tax Return Processing & Delivery, Systems & Workflow Management, Collaboration & Operational Support. Process, format, and finalize tax returns in accordance with firm and client standards. Coordinate electronic delivery of client deliverables through firm platforms”
What You'll Achieve.
ensuring tax returns and client deliverables are processed with precision, care, and timeliness; maintaining the high standards our clients expect; ensure deadlines are consistently met; operational excellence is a key driver of an exceptional client experience
Industry & Context.
Troubleshoot system issues and escalate as needed; resolve processing questions; addressing bottlenecks
extended hours during busy seasons
What They're Looking For.
Must Have
1–4 years of experience in a tax, accounting, or professional services support role, attention to detail and commitment to accuracy, Proficiency in Adobe Acrobat and Microsoft Office Suite, Ability to learn and navigate systems and technology effectively, time management and organizational skills, Clear and professional verbal and written communication, Professionalism and client-service mindset
Nice to Have
Associate or bachelor’s degree in business, administration, accounting, or a related field, Prior experience in document processing, workflow coordination, or deadline-driven environments strongly preferred, Exposure to tax return processing or seasonal workload environments is a plus
What You'll Do.
and finalize tax returns in accordance with firm and client standards
Coordinate electronic delivery of client deliverables through firm platforms
Prepare and assemble physical deliverables for mailing or client pickup
Manage 1040 organizer distribution and track receipt of client documentation
Process 1099 forms and ensure timely
Utilize firm workflow and document management systems to monitor assignments
and ensure deadlines are consistently met
Maintain accurate and up-to-date status tracking for all assigned work
proactively identifying and addressing bottlenecks
Troubleshoot system issues and escalate as needed
partnering with internal technology teams to resolve challenges efficiently
Serve as a resource for both internal teams and clients by providing guidance on basic system navigation and document access
Partner with tax engagement teams and operations groups to resolve processing questions
Support cross-functional initiatives with Tax Processing
and other operations teams
Assist with engagement letter preparation as needed
Contribute to special projects and ad hoc operational needs
Provide additional support during peak periods
including extended hours during busy seasons
How You'll Work.
Team & Collaboration
cross-functional coordination; vendor/stakeholder management; Partner with tax engagement teams and operations groups to resolve processing questions; Support cross-functional initiatives with Tax Processing, Resource Management, IT, and other operations teams; partnering with internal technology teams to resolve challenges efficiently; Serve as a resource for both internal teams and clients
Communication Scope
Clear and professional verbal and written communication
Full Job Description
_**Job Description:**_ We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you. **Position Summary:** At KSM, we believe operational excellence is a key driver of an exceptional client experience. The Tax Processing Coordinator is an integral part of that commitment, ensuring tax returns and client deliverables are processed with precision, care, and timeliness. This role sits at the intersection of tax and operations, supporting engagement teams while maintaining the high standards our clients expect. The ideal candidate is detail-oriented, adaptable, and comfortable working in a fast-paced, deadline-driven environment. This individual brings a proactive mindset, strong organizational skills, and a willingness to co
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